• 2 Boston House, Fifth Avenue Business Park, Team Valley, Gateshead, NE11 0HF
  • Support 0191 491 4119
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Ryan (DipPFS)

Managing Director

Ryan founded the company in 2014 after 10 years industry experience with local wealth management practices. As a Partner of his previous firm, Ryan offers a breadth of knowledge and a wealth of experience in all aspects of business and the financial services industry. As an active member of the Investment Committee Ryan brings innovative ideas to the table and helps develop strategies to create and manage wealth, aimed at providing clients with the comfort that their financial needs are being professionally managed at all times. He continues to further his knowledge through an ongoing commitment to research and training towards higher qualifications.

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Chelsey (APFS)

Chartered Wealth Manager

Chelsey brings years of academic knowledge and business experience to her role at Seven Bridges IM. As the youngest member of the team, Chelsey offers a vital insight in to forward thinking business progression for the continued improvement of Seven Bridges IM. Chelsey qualified as a Wealth Manager in May 2019 and is achieved Chartered status in April 2022. Chelsey works closely with the clients of Seven Bridges IM specialising in Protection and is able to access products and services from a range of providers enabling access to the whole of market.

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Pete (DipPFS)

Wealth Manager

Following 25 years running his own Wealth Management Practice Pete retired from the industry in 2018. After a suitable rest period, Pete joined the team in April 2020 as the Office Manager to add his experience in running a practice. Apart from looking after the day to day management of the business, he will also sit on the Investment Committee to add his knowledge of the Investment Markets to the business. Pete is also qualified as a Wealth Manager and provides clients with ongoing advice in line with their financial needs, utilising over 40 years experience in the industry.

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Michael (DipPFS)

Wealth Manager

Michael has been working in Financial Services for 32 years, the majority of this time at Barclays Bank, gaining valuable experience in all aspects of financial planning for both personal and corporate clients. Building on this experience Michael has more recently been focusing on advising clients with regards to their Pensions and helping them at every stage of their Retirement journey, offering impartial assistance on the full range of Pension options to achieve their retirement objectives. Michael takes pride in his ethical and thorough approach to providing advice in this complex area. In his spare time he enjoys watching his son compete at Athletics and helping his daughter with her business.

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Owen (DipPFS)

Paraplanner

Owen joined the Seven Bridges team in April 2023, having worked within financial services firms for 3 years. His role involves supporting the wealth managers by collating research, producing financial review reports and preparing suitability reports, whilst ensuring clients’ needs and objectives are met. Owen achieved DipPFS status in August 2023 and is keen to complete further examinations to develop his technical knowledge and understanding, whilst training to become a quailified Financial Adviser over the next 2 years.

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Georgia

Paraplanner

Georgia joins us having worked at a previous life insurance and pensions company. She has previously studied and been awarded a degree in Accounting and Finance at the University of Edinburgh. Georgia was looking for an opportunity to pursue a career in the financial service industry and liked the support toward developing her technical knowledge which Seven Bridges could provide. Georgia is working toward DipPFS status with ongoing examinations and is currently training with Seven Bridges to become a qualified Financial Adviser over the next 2 years.

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Denise

Administrator

Denise joined the team in October 2022 after having over 15 years experience as a Manager within the Estate Agency industry. Having felt like it was time for a different career path, Denise has joined the team as an administrator. Denise’s role consists of helping the financial advisers with administrative support. Pulling from her previous experience, Denise has a keen eye for attention to detail and is well organised, currently training with Seven Bridges to progress her career within the industry.

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Paul

Administrator

Paul joined Seven Bridges in 2023 with previous extensive expereince in the marketing industry. Paul was looking for an opportunity to pursue a career in the financial service industry and is really excited to progress within the team at Seven Bridges, throughout a training programme which will help build and develop his industry knowledge. Paul provides daily support to financial advisers as an administrator, by liaising with providers, updating client records and general administration.

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Jamie (BSc)

Senior PHP Developer

Joining Ryan on day one, Jamie brings years of academic knowledge and business experience to his role. Possessing a strong understanding of systems development, Jamie will be integral to the continous improvement of the business for the benefit of our clients. Offering support for the Wealth Managers of Seven Bridges, Jamie will develop efficient methods of information exchange for clients. Coupled with technological knowledge of various media platforms he will enable the business to remain forward thinking by delivering innovative business solutions.